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Waddell & Associates’s MSCI MSCI Stock Holding History

Waddell & Associates’s Portfolio MSCI Stock Details MSCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$554K Buy
990
+93
+10% +$54.3K 0.03% 251
2026
Q1 		$483K Buy
897
+68
+8% +$38.3K 0.03% 243
2025
Q4 		$476K Buy
829
+184
+29% +$103K 0.03% 189
2025
Q3 		$366K Buy
645
+154
+31% +$87.1K 0.03% 176
2025
Q2 		$283K Buy
+491
New +$272K 0.03% 176

Other funds holding MSCI

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
BFS
Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Waddell & Associates's MSCI Position: Q2 2026 in Review

Waddell & Associates increased its MSCI (MSCI) stake by 10% in Q2 2026, buying an estimated $54.3K and bringing the position to 990 shares worth $554K. The position accounts for 0.03% of the portfolio, ranked #251.

Waddell & Associates first reported a position in MSCI in Q2 2025 and has held it in 5 quarters since. 304 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Waddell & Associates held 990 shares of MSCI worth $554K as of Q2 2026.
  • Waddell & Associates bought 93 MSCI shares in Q2 2026, an estimated $54.3K.
  • MSCI made up 0.03% of Waddell & Associates's portfolio in Q2 2026, its #251 holding.
  • Waddell & Associates first reported a position in MSCI in Q2 2025 and has held it in 5 quarters since.
  • 304 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Waddell & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.